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May 20th, 2022 Information & Insights for the 403(b) Community 2022 Plan Sponsor of the Year Finalists Get to know our 2022 Plan Sponsor of the Year finalists in the Public Defined Contribution category. Profiles are now online. Employers Should Encourage Planning for Health Costs in Retirement Health benefits and education from employers can help prepare employees for the future. Ask the Experts Email amy.resnick@issgovernance.com with subject line “Ask the Experts.” After Dismissal Motion Fails, Barnabas Health Settles ERISA Suit In their motions to dismiss the case, the plan fiduciaries unsuccessfully argued that the plaintiffs invested in only some of the funds cited, and that they lacked standing to press claims based on the funds in which they did not invest. IRS Again Extends Physical Presence Requirement Relief The agency is still considering whether to make permanent relief from the requirement for certain elections to be witnessed in person by a plan representative or notary public. New Workplace Savings Accounts Spotlight Need for Emergency Savings Transamerica is the latest retirement plan services provider to add emergency savings accounts to its stable of solutions, highlighting the increasingly apparent need to balance short-term and long-term financial priorities. Did someone forward you this newsletter? Sign up here to get (b)lines directly in your mailbox! Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2025 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 300, Rockville, MD 20850